See the numbers, not just read them
Financial charts sit beside the statements they explain, drawn from the same figures. Each chart can be switched to a table, so nothing depends on colour alone.
What you get
Sparklines on dashboard tiles
Small line trends on the Assets, Liabilities, Net profit and Difference tiles, one point per month-end of the year so far, with tooltips.
Income to net result waterfall
Floating bars from trading income down to the net result, one bar per line. A loss runs below zero. All figures use one unit (crore, lakh or rupees). Used on the dashboard and the Balance Sheet.
What we own and what we owe
Both sides of the balance sheet drawn together on one scale, classification by classification, so a gap is visible. Used on the Balance Sheet.
Treemap with drill to ledger
One side (Assets or Liabilities) as nested rectangles: classification then GL account, with area for amount. Clicking an account opens its General Ledger.
Dumbbell and diverging bars (period mode)
Where each classification started and ended in the window, and what grew and shrank ranked. Shown on the Balance Sheet in Period mode.
Trial Balance charts
Ranked horizontal bars: Biggest balances (summary) or Busiest accounts (detail), with debit and credit in different colours; tap a bar to open the account. Plus a ledger health card of checks.
Monthly Analysis charts
How busy each month was, a running balance for a selected account, a change heatmap of biggest movers by month, assets and liabilities by month (trend), and every account month by month.
Chart or Table toggle
Every chart card has a Table button showing the same data as rows, readable without colour.
Charts in PDF
The Balance Sheet PDF can include the charts, drawn at page width, after the statement.
Chart styles gallery
A Balance Sheet Charts screen previews 19 chart styles on your own books, grouped as At a glance, What we own, How we earned it, How it is moving, Period comparison and Why it does not tie. Pick your favourites.
- Every chart has a Table view with the same numbers.
- Donut, Sankey and some other styles are previewed in the chart gallery on your own books.
Every kind of chart, on your own books.
Bar (horizontal, ranked, stacked)
Top accounts, expense ranking, trial balance ranking, tie-out, liquidity.
Line / area / sparkline
Month-end trends, net result to date, running balance, small multiples.
Donut
Share of each side by classification. In the chart gallery.
Waterfall
Income to net result.
Treemap and sunburst
Composition of assets and liabilities, and the nested tree.
Sankey
How each rupee of income splits into costs and profit. In the chart gallery.
Heatmap
Month-by-classification change.
Dumbbell and diverging bars
Start-versus-end and ranked change.
Bullets and KPI strip
Ratio bullets and KPI tiles with sparklines. In the chart gallery.
Try it on your own books.
Free for 3 months. No card, no payment.